Boca Raton, FLCIK 17933991 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
43 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Apple Inc | 160.8K | $39.4K | 42.1% | +160.8K | New Position |
| 2 | Microsoft Corp | 14.8K | $7.0K | 7.5% | +14.8K | New Position |
| 3 | Bank America Corp | 172.0K | $5.9K | 6.3% | +172.0K | New Position |
| 4 | Mcdonalds Corp |
| 4.0K |
| $5.3K |
| 5.6% |
| +4.0K |
| New Position |
| 5 | Srh Total Return Fund Inc | 184.2K | $3.4K | 3.7% | +184.2K | New Position |
| 6 | Mitsubishi Ufj Financial | 224.2K | $3.3K | 3.5% | +224.2K | New Position |
| 7 | Jpmorgan Chase & Co. | 21.1K | $3.0K | 3.2% | +21.1K | New Position |
| 8 | Procter And Gamble Co | 18.6K | $2.7K | 2.8% | +18.6K | New Position |
| 9 | Walmart Inc | 15.8K | $1.8K | 1.9% | +15.8K | New Position |
| 10 | Abbvie Inc | 6.9K | $1.6K | 1.7% | +6.9K | New Position |
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